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  3. Invoice Line Items

Invoices & Claims

Invoice Line Items

Add services, custom charges, or discounts as line items on an invoice.

Updated May 7, 2026

Line items are the individual charges on an invoice. Each represents a service, product, or one-off charge billed to the client.


Add a line item

  1. Open an invoice in draft or edit mode.
  2. Click Add Line Item.
  3. Pick how to add it:
    • From services: select a service from your catalog, and name, duration, and price pre-fill.
    • Custom item: enter a description and price by hand.
  4. Set the quantity (defaults to 1).
  5. The line total is calculated automatically.

Edit and remove

  • Click any line item to change description, quantity, or price.
  • Changes recalculate the invoice total in real time.
  • Click the delete icon to remove a line item.

Common types

  • Session fees for the standard service charge.
  • Discounts as a negative line item to reduce the total.
  • Late cancellation or no-show fees added to an invoice for a missed appointment.
  • Products or supplies sold to the client.

Tips

  • Use service-linked line items when possible so your billing matches your service catalog.
  • Add description text on custom items so the client knows what they're being charged for.
  • Drag line items to reorder them.
  • Subtotal, tax, and total all calculate automatically as you edit.

Keep learning

Related articles

Create an Invoice

Generate a new invoice from the billing page or directly from a client profile.

Invoices Overview

Track every invoice across your practice, from draft to paid.

On this page

  • Add a line item
  • Edit and remove
  • Common types
  • Tips
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